Madden Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-711
| Closed | -$11K | – | 215 |
|
|
2017
Q1 | $11K | Buy |
+711
| New | +$11K | 0.01% | 208 |
|
|
2015
Q1 | – | Sell |
-891
| Closed | -$13K | – | 233 |
|
|
2014
Q4 | $13K | Hold |
891
| – | – | 0.01% | 215 |
|
|
2014
Q3 | $13K | Hold |
891
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $13K | Sell |
891
-2,715
| -75% | -$39.6K | 0.01% | 262 |
|
|
2014
Q1 | $50K | Hold |
3,606
| – | – | 0.03% | 148 |
|
|
2013
Q4 | $49K | Buy |
3,606
+1,125
| +45% | +$15.3K | 0.04% | 132 |
|
|
2013
Q3 | $31K | Hold |
2,481
| – | – | 0.03% | 149 |
|
|
2013
Q2 | $30K | Buy |
+2,481
| New | +$30K | 0.02% | 152 |
|